2
votes
Mass tag update
Would like an admin setting to change Tag X to Tag Y (edit the tag for all users that have it), then once all the changes have been done, sync those accounts that have been edited with the CRM – in the background.
Honestly, if I could: I would “add a series” of tags to change from X to Y, then execute them all in one shot, leaving the upload / sync action to: after all have been changed.
Dan Linstedt shared this idea 3 thoughts on “Mass tag update”
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That kind of thing should be done in the CRM.
For example with ActiveCampaign it’s straightforward to re-name a tag for all contacts: https://help.activecampaign.com/hc/en-us/articles/115001826784-Managing-Tags-with-the-Tag-Manager
That’s more reliable than trying to do it within WordPress and potentially exceeding API quotas, and then causing everyone to lose the tag.
Hey Jack,
I would like to vote for this one too – there’s a good reason why it can’t just be done on the CRM alone:
Tags used for security / visibility of items in wordpress.
I realize it’s a larger risk doing this in wordpress, but some form of mass search /replace with a tag value is needed – especially because as i said, we’ve used tags in elementor, on pages, on learndash classes, learndash groups, and a number of other areas for security and access to particular wordpress elements. Any way you might reconsider building this feature?
Hey Dan,
If you mean replacing tags configured on content, like for access control… yes I agree that would be useful, and it is something we’d like to do. To start we need to create a way of listing every tag that’s used in all 100+ integrations. That falls under https://wpfusion.com/feature-requests/tag-usage-reports-for-administrators/ .
I’d love to begin to tackle that next year, but it’s hard to say when or if it will be possible. It’s a massive job.
Even then we’ll be looking at ways to manage the way tags are configured on courses, products, pages, and other *content*. Re-tagging users should always be done in the CRM.
Right now the best way to approach this would be:
1. Change the tag on the contacts in the CRM
2. Resync tags for all users from the WPF settings: https://wpfusion.com/documentation/tutorials/batch-operations/#resync-tags
3. Use a database tool such as https://wordpress.org/plugins/better-search-replace/ to find and replace the tag IDs in any postmeta keys containing “wpf”.
It’s #3 that we’d like to build a visual tool for as soon as we get the time.